Optimize your organization’s profits with our amazing CFOs, Controllers, Accounting and HR Professionals.
Joined October 2018
- Tweets 1,283
- Following 71
- Followers 46
- Likes 428
989 Photos and videos
Jennifer Barnes, MBA contributed to Entrepreneurs' Organization on the five financial red flags every founder should know before they become real problems.
This one's definitely worth a read: na2.hubs.ly/H05B02j0
#financialinsights #financialadvice #businessadvice
10
Still managing your own books or relying on a bookkeeper who’s stretched too thin? 👀
If you’re ready to stop wasting time and start making smarter financial decisions, outsourcing could be the best move you make: na2.hubs.ly/H05tFkr0
#optimaoffice #accountingtips
23
By the time most CEOs see their financials, it's already too late to change them.
That's the problem Optima Insights was built to solve.
Watch Daniela explain how it works and request a demo here: na2.hubs.ly/H05tq5y0
#accountingtips #accountinginsights #optimainsights
11
A few days ago, our Founder & CEO, Jennifer Barnes, took the stage as a panelist at the Building Nonprofit Resiliency Workshop, hosted by Cause San Diego.
Grateful for the opportunity to be part of events like this.
#businessadvice #sandiego #causesandiego #businessconference
25
This Mother's Day, we're celebrating every mom who's been the CFO, the controller, the HR director, and the bookkeeper of her home, all at once, all without being asked.
Happy Mother's Day from all of us at Optima Office ❤️
#mothersday #2026mothersday
1
33
If your business is growing, your accounting setup needs to keep up. But how do you know when you’ve outgrown your bookkeeper?
Download our FREE guide to find out if your business needs a fractional CFO, and what to do about it: na2.hubs.ly/H05gZNX0
7
10 days. That's how long top talent stays available on the market in 2026.
We broke down everything you need to know about working with a recruitment agency.
Read the full guide here → na2.hubs.ly/H05d9WG0
1
5
We have a new home, and we are absolutely obsessed! 👀
Optima Office CEO Jennifer Barnes is taking you on a full tour of our brand new office space, and we couldn't wait to share it with you. Take a look and let us know your thoughts in the comments! 🩵
24
We didn’t need more reports. We needed better ones.
Request your demo today: na2.hubs.ly/H04DvkT0
#executivereporting #businessadvice #businessinsights #datastrategy
3
Last week, 21 of us stepped away from our desks and into something a little different.
When your people feel connected, supported, and genuinely part of something, it shows up in the work.
And it shows up for our clients.
18
Our latest article breaks down everything: what CFO advisory services include, when to engage one, and how to measure the ROI.
Read it here: na2.hubs.ly/H0533G80
#outsourcedaccounting #accountingadvice #accountingtips #fractionalcfo
32
👀 Most teams track leads. Fewer can clearly see what those leads actually turn into.
Request your demo: na2.hubs.ly/H04Dqnk0
#marketingROI #CMOstrategy #businessintelligence #monthlydashboard
6
HR issues don’t show up when it’s convenient. They show up when you’re already overwhelmed.
That’s where having the right HR partner changes everything.
Watch the full video by Jillian Dimit to understand how Optima gives businesses real solutions: na2.hubs.ly/H04DtqS0
21
Imagine opening your financial dashboard and instantly understanding how your business is performing.
A smarter, more intuitive way to work with your financial data.
Request a demo today: na2.hubs.ly/H04DsjW0
#powerBI #accountingtips #accountinginsights #sandiegobusiness
21
Firms that invest in proper legal bookkeeping don't just stay compliant: they collect more, grow faster, and spend less time putting out fires.
We broke it all down in our latest guide. Read it here: na2.hubs.ly/H04RX910
33
HR decisions shouldn’t depend on pulling reports from three different systems.
No more chasing different reports. Just better, faster decisions.
Request your demo: na2.hubs.ly/H04Dpqs0
#hrstrategy #monthlydashboard #accounting #businessadvice
12
Losing your best people to competitors with "better environments"?
We put together a CEO's guide to understanding what workplace culture consulting actually looks like, and what it can do for your bottom line.
Read it here: na2.hubs.ly/H04RT960
#workplaceculture #hradvice
12
Financial clarity isn’t about guessing based on your bank balance; it’s about having the right visibility to make confident decisions.
If you’re not 100% confident in your numbers, it might be time to take a closer look. Let’s talk: na2.hubs.ly/H04DsjR0
#accountingtips
1
If you need five spreadsheets and 20 minutes to answer a simple financial question… your reporting system is broken.
No more digging through spreadsheets. Request a demo today: na2.hubs.ly/H04DsNB0
#accountingservices #powerBI #accountingsolutions #sandiego
12
We connect your financial and operational data into one centralized dashboard, with daily automated updates and the ability to drill down into the details instantly.
So instead of asking for reports, you already have the answers.
Request a demo today: na2.hubs.ly/H04DphQ0
18